R****r
发帖数: 227 | 1 VTIVX: vanguard target retirement 2045
FFFFX: fidelity target retirement (freedom) 2040
TRRDX: t rowe price target retirement 2040
1. current asset allocation
VTIVX FFFFX TRRDX
US stock 71% 64% 68%
Intl stock 18% 20% 20%
Bonds 10% 12% 7%
Cash 1% 3% 4%
FFFFX的international stock比例最大 VTIVX的最小
2. equity style
VTIVX FFFFX TRRDX
28 26 21 21 25 29 18 22 33
6 6 6 4 6 11 5 7 |
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l**0
发帖数: 164 | 2 公司Fidelity的401K账户，只有以下投资选择。目前是TRP RETIREMENT 2045，收费有
点高（0.78％）。大家帮忙看看，有没有什么好的基金。谢谢！
Name/Inception Date
FID CONTRAFUND K (FCNKX)05/17/1967
JPM LG CAP GROWTH R6 (JLGMX)11/30/2010
VANG EQUITY INC ADM (VEIRX)08/13/2001
VANG TOT STK MKT IS (VITSX)07/07/1997
JPM MIDCAP VALUE IS (FLMVX)11/13/1997
NWD GNV MDCP GR IS (NWHYX)06/26/2009
JANUS TRITON I (JSMGX)07/06/2009
OPP DEVELOPING MKT Y (ODVYX)09/07/2005
OPPHMR INTL GRTH Y (OIGYX)09/07/2005
SPTN INTL INDEX ADV (FSIVX)11/05/1997
VANG REIT IDX SIG (VGRS... 阅读全帖 |
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m********u
发帖数: 63 | 3 有如下选择，谢谢！ ER ratio都可够贵的。现在选的是TRP RETIREMENT 2050，ER
ratio = 0.75%。不知道有没有更合适的组合。
Name/Inception Date Asset Class Category Gross Expense Ratio**
Shareholder Fees
AF FUNDMNTL INV R6 (RFNGX)
08/01/1978
Stock Investments Large Cap 0.31% No additional fees apply.
ALZGI NFJ DIV VAL I (NFJEX)
05/08/2000
Stock Investments Large Cap 0.71% No additional fees apply.
MAINSTAY LG CAP GR I (MLAIX)
07/03/1995
Stock Investments Large Cap 0.74% No additional fees apply.
VANG... 阅读全帖 |
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